I have over 25 years of experience as a financial advisor.
My family and I love to travel. We also love playing golf and paddle boarding. I also enjoy running. We are active in our church.
I became a financial advisor because I felt there was a need to help educate and assist families in making life changing decisions. Education is important to me and vital to staying on top of issues important to my clients. I have my CFP® and ChFC® certifications. I am currently participating in a yearlong coaching program with one of the top firms in this area.
My primary focus is assisting clients with complex financial issues. We follow a process that involves learning about our client's goals and helping them with strategies for wealth preservation, wealth enhancement, wealth transfer, wealth protection and charitable giving.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Portfolio Reviews
- Charitable Giving
My Personal Interests
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